Tyson Foods SEC Filings

Tyson Foods, Inc. filed a Form 8-K to announce network changes at two of its U.S. beef facilities. On November 21, 2025, the company said it will end operations at its beef facility in Lexington, Nebraska. Tyson also plans to convert its Amarillo, Texas beef facility to a single, full-capacity shift, consolidating work there into one shift instead of multiple shifts. The company furnished a related press release as Exhibit 99.1, which provides additional detail on these operational changes.

Tyson Foods (TSN) insider Brady J. Stewart has filed a Form 144 notice to sell 39,681 shares of Class A stock. The planned sale through Fidelity Brokerage Services on the NYSE has an aggregate market value of $2,124,129.60, with 283,045,085 shares of this class reported as outstanding.

The shares to be sold were acquired on 11/20/2025 via an option granted on 11/17/2023, with the purchase price paid in cash. Over the past three months, Stewart has already sold 7,611 Class A shares for gross proceeds of $423,544.08 on 09/09/2025 and 31,903 shares for $1,656,694.08 on 10/28/2025.

Tyson Foods President & CEO Donnie King reported multiple equity award events involving the company’s Class A common stock. On November 17, 2025, 20,161.447 restricted stock units vested and 33,854.098 performance shares vested into Class A common stock, with 8,720.09 and 12,577 shares withheld by Tyson to cover tax obligations. On November 18, 2025, additional restricted stock units of 46,556.989 and 15,736.57 vested, and 20,136 and 6,807 shares were likewise withheld for taxes. A separate 2022 performance share grant covering 167,887.668 shares expired without vesting after cumulative operating income, relative shareholder return and return on invested capital performance criteria were not met. After these transactions, King directly beneficially owned 397,441.257 shares of Tyson Class A common stock.

Tyson Foods (TSN) Chief People Officer Jacqueline Hanson reported multiple equity award events and related tax share withholdings. On November 17, 2025, 549.857 restricted Class A shares vested, with 227 shares withheld to cover taxes, and 448.81 performance-based shares vested and were acquired as common stock. On the same date, additional shares were withheld to satisfy tax obligations tied to these awards.

On November 18, 2025, three separate grants vested: 1,410.814 and 1,481.36 restricted shares and 2,004.659 restricted stock units, with shares withheld in each case for taxes. A separate performance share grant tied to multi-year operating income, relative shareholder return, and return on invested capital performance criteria expired on November 18, 2025 with no shares vesting. After these transactions, Hanson directly beneficially owned 23,521.449 shares of Tyson Foods Class A common stock.

Tyson Foods senior vice president John R. Tyson reported multiple equity award events involving the company’s Class A Common Stock. On November 17, 2025, 5,040.36 restricted shares vested and 1,424 shares were withheld to cover taxes at a price of $53.11 per share. That same day, 3,846.944 performance shares vested into non-derivative stock, tied to a cumulative operating income target of $1.161 billion for the 2024 fiscal year, with related tax withholding of 1,105 shares.

On November 18, 2025, 8,389.873 additional restricted shares vested and 2,392 shares were withheld at $53.66 per share. A separate grant of 30,525.031 performance shares, linked to performance criteria including a cumulative operating income target of $12 billion for 2023–2025 and an 11.5% cumulative return on invested capital, expired without any shares vesting. After these transactions, Tyson beneficially owned 40,231.859 shares of Class A Common Stock, including amounts accumulated through the employee stock purchase and dividend reinvestment plans.

Tyson Foods (TSN)November 18, 2025, 4,009.316 restricted stock units vested. These units had previously been reported as beneficially owned.

To cover tax withholding obligations tied to this vesting, the company withheld 1,735 shares of Class A common stock at a price of $53.66 per share. Following this transaction, the officer directly beneficially owns 67,379.004 shares of Tyson Foods Class A common stock. This total includes 826.03 shares received through the company’s dividend reinvestment plan since the last Form 4 filing, which are exempt from concurrent Section 16 reporting.

Tyson Foods (TSN)November 17, 2025, 2,291.073 restricted Class A shares vested and were withheld to cover tax obligations, and 448.81 performance shares vested into Class A common stock based on a cumulative operating income performance target of $1.161 billion for fiscal 2024. On November 18, 2025, 1,260.234 restricted stock units and 2,940.165 restricted Class A shares vested, with shares again withheld for taxes.

The filing notes that a separate performance share grant tied to longer-term metrics, including a cumulative operating income target of $12 billion, relative shareholder return versus a peer group, and an 11.5% return on invested capital target, expired without vesting. The officer’s holdings also include shares accumulated through Tyson’s employee stock purchase plan and dividend reinvestment plan, which are exempt from concurrent Section 16 reporting.

Tyson Foods (TSN) senior executive Lori Bondar, SVP & Chief Accounting Officer, reported several changes in her ownership of Class A Common Stock. On 08/04/2025, she transferred 8,634.352 shares to a revocable trust where she is the sole trustee for estate planning purposes, changing those shares from direct to indirect ownership.

On 11/17/2025 and 11/18/2025, restricted stock and restricted stock units vested, and 2,500, 134 and 98 shares were withheld at prices around $53 per share to satisfy tax withholding obligations under the award agreements. The filing also notes additional shares accumulated through the employee stock purchase plan and dividend reinvestment plan under existing exemptions.

Tyson Foods (TSN) chief financial officer Curt Calaway reported multiple equity award events and updated share holdings. On November 17, 2025, 3,077.555 performance shares vested and became Class A common stock, and 549.857 restricted shares also vested. On November 17 and 18, 2025, the company withheld several blocks of shares, including 1,332, 238, 550, 1,561 and 1,665 shares, at prices around $53.11–$53.66 to cover tax obligations on these vestings. A separate grant of 4,578.754 performance shares expired on November 18, 2025 without any shares vesting, following performance criteria tied to operating income, relative shareholder return and return on invested capital. After these transactions, Calaway directly held 31,833.428 Class A shares and indirectly held 27,099.482 shares through a joint revocable trust.